10

Support custom changes in Field Service Status option set (msdyn_fieldservicestatus)

At the moment any changes to OOF field "Field Service Status" option set is not supported by Microsoft. This field is on to Booking status entity.

It would be great to be able to add custom option sets -> own statuses. It is possible to add own option set at the moment (system allows it)...

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Category: Work order (81)

STATUS DETAILS
New
10

Display Duration and Duration to Bill fields in hours, not days or minutes

The Field Service application UI converts the time to the highest base time. For example, looking at the editable grid “Work Order Services” Duration To Bill is displayed “3.25 hours” but when you click on it, it shows in minutes, that is "195" However, if you go to Work Order Service form itsel...

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Category: Work order (81)

STATUS DETAILS
Needs Votes
9

Ability to roll up multiple Work Orders into one Invoice

All of our customers have asked for the ability to roll up multiple Work Orders into one Invoice for their clients. A lot of their clients have many Work Orders throughout a single month, and they would prefer to have one Invoice for all of them as opposed to one Invoice per Work Order. Ideall...

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Category: Work order (81)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

We think this idea is interesting. If this idea gains more votes, we'll look more closely into what it would take to deliver this feature.

One area we'd be interested to understand in more detail is whether these customers are using an ERP system to handle their more complex invoicing requirements. It would seem like a simpler ask to satisfy once the data from FS is integrated into a financial system.

As always, we really appreciate your feedback. Keep the suggestions coming.

Thank you,
Jason Cohen
PM, Microsoft

8

Allow for Completed Bookings to Keep Work Order Open

Allow for work order bookings to be completed and be able to set the work order to open - unscheduled. The reason for this is when using Time Entries, a booking has to be completed to stop time. Then, a new booking is needed for capturing any other time that is spent for that work order. Busines...

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Category: Work order (81)

STATUS DETAILS
Needs Votes
8

Write-In Products for Work Order Products

Please could you include the option to add 'write-in' products as Word Order Products, in the same was as can be done on Invoices. The business rationale for this is that there can be items that aren't individually stock controlled, but the business would still like to add to invoices. Having ...

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Category: Work order (81)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and, if we get more feedback and votes, we may consider it in the future.

Sincerely,
Jason Cohen
PM, Dynamics 365 Field Service

8

Automatic price and quantity calculation of expense and services depending om parameter settings

Should be under a different category (Work Order Review), but I couldn't change. When Bookings related to a Work Order are completed a Review of the job is made. Anything (time, material, expense, fee) that should be invoiced to customer or just added as a cost needs to be entered manually. If...

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2 Comments

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Category: Work order (81)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

  •  Automatic creation of WO Service lines based on Timestamps, Booking Journals, or Bookings is a common extension however we would like to understand the common scenarios and pricing details to understand how we can satisfy the majority solution that all of our customers can use.
  • Expenses are likely never going to be automatically managed by our solution. We are not clear that we can satisfy the majority solution that all of our customers can use which considers local/regional/corporate rules. However, we are working with PSA towards separating their Time and Expense capability to enable the basic ability to capture expenses. Once that base capability is available, extending it to meet specific customer scenarios should be more achievable.

Sincerely,

Jason Cohen

PM, Microsoft.

7

Add a new Work Order System Status for non-billable or Agreement Work Orders to close them out without generating an Invoice

Add a new work order system status of 'Closed-Non-Billable' so that Work Orders that do go ahead but do NOT need to have an invoice generated can be closed out. At the moment the only option is to create a sub-status that links to the 'Closed - Canceled' system status which is misleading if th...

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2 Comments

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Category: Work order (81)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

I think a way to indicate that an invoice should not be generated in certain circumstances is an interesting idea.If we were to implement a way to ensure Invoices are not generated in certain circumstances, we would not likely do it with a new System Status but it is still an idea worth consideration.

In the meantime, there are likely many ways to handle this from complex to simple. One workaround is to ensure that WOs generated from Agreements get an entitlement or pricelist applied that will drive the invoice that does get generated to $0.

If this concept gets more votes, we'll give it more consideration.

Sincerely,
Jason Cohen
PM, Microsoft

6

Add editing possibilitys for restrictions on "new Work Order experience form"

I would need it to be possible to to edit the new Work Order experience form. I my prject I need to be able to hide/delete the "post" button since note every technician should be allowed to post the WO.


I would be appreciated if the current restriction was removed so that I co...

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Category: Work order (81)

STATUS DETAILS
New
6

Embedded Knowledge Search for Work Order

"Embedded Knowledge Search" in Customer Service feature is good for Field Service engineers. Lots of standard Entities can add "Embedded Knowledge Search", so I'd like to add it on Work Order, too.

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1 Comments

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Category: Work order (81)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for raising this idea. We love the idea of adding more knowledge capabilities within Field Service but we are not sure if it makes sense to have this knowledge search on Work Order when so many work orders are started from a case. It seems that the scenarios from Work Order where you would search for knowledge during creation are the reactive type work order, which are the ones most likely coming from a Case. For proactive work orders coming from maintenance scenarios, it doesn't seem like such a function would add much additional value.

We're open to the idea so let's see if this gets more feedback and votes.

Thanks, again.

Jason Cohen
PM - Dynamics 365 Field Service

6

Put weather data in the work order

As much of the work is done outdoors, and we know the date, time and geolocation of the work, we should show a "Card" with the target location weather, at the least. Many of our customers will not perform outdoor work during thunderstorms, or when temp is too hot or too cold. Having this weath...

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Category: Work order (81)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks, Pierre.

We think this is a potentially good idea. Let's see if this gets more votes. Please campaign for this one as we think it makes sense but we'd like to see what the community thinks.

 

Thanks,

Jason Cohen

PM, Microsoft.